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Anthony B

Series 63, Series 65

Kiln, MS

Primerica Advisors

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Carter B

Series 65, Series 63

Kiln, MS

Primerica Advisors

Carter Bond is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to his current role, he worked at Primerica Financial Services and has experience in education at Mississippi State University and Pass Christian Schools. Bond also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lucas C

Series 65, Series 63

Kiln, MS

Primerica Advisors

Lucas Cooley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and has been affiliated with Primerica Financial Services since 2008. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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